• 14
    Aug
    2016

    Wealthtrac awaits ANZ platform decision

    Source
    Financial Observer
    Author
    Kristen Crawford
    Investment platform provider Wealthtrac has reached $1.1 billion in funds under administration (FUA) despite uncertainty over the future of its white-label Oasis and PortfolioOne wrap platforms cre...
  • 08
    Feb
    2016

    Oasis axing puts Wealthtrac onto new interface

    Source
    Financial Observer
    Author
    Kristen Crawford
    Financial advisers using the Wealthtrac investment platform can expect to use a new Macquarie Investment Management interface following ANZ’s announcement that it is winding down its Oasis of...
  • 04
    Feb
    2016

    Wealthtrac backs ANZ's Oasis drop

    Source
    IFA
    Author
    Alice Uribe
    Platform provider Wealthtrac has acquired a competitor's Service Level Agreement (SLA) with ANZ Wealth's Oasis Funds Management. The purchase of Superior Wealth Management Solutions' (SWM) Oasis SLA...
  • 03
    Feb
    2016

    Wealthtrac ups IFA footprint

    Source
    Financial Observer
    Author
    Kristen Crawford
    Platform provider Wealthtrac has announced the acquisition of Superior Wealth Management Solutions’ service level agreement with Oasis, increasing the firm’s funds under administration ...
  • 02
    Feb
    2016

    Wealthtrac increases IFA footprint with acquisition of Superior Wealth Management Solutions’ SLA with Oasis

    Source
    Wealthtrac
    Platform provider Wealthtrac today announced the group had acquired fellow industry participant Superior Wealth Management Solutions’ (SWM) Service Level Agreement with Oasis that will increase Wealthtrac’s funds under administration (FUA), taking its total FUA to more than $1.4billion.
  • 02
    Feb
    2016

    Acquisition boosts Wealthtrac FUA

    Source
    Money Management
    Author
    Nicholas O'Donoghue
    Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis.
  •  
    Dec
    2014

    Wealthtrac launches client app

    Source
    IFA
    Wealthtrac has launched a new mobile app designed to assist financial planning clients in accessing information about the advice industry.
  • 07
    Nov
    2014

    Thoughts on a crowded market

    Source
    SMSF Adviser
    Wealthtrac's managing director and chief executive Matthew Johnson shares his thoughts on the growth in the SMSF sector and where the superannuation industry as a whole is headed in the coming decade. 
  • 30
    Oct
    2014

    Wealthtrac launches Wrap App

    Source
    Money Management
    Author
    Mike Taylor
    Platform and wrap provider Wealthtrac has sought to meet the growing use of mobile devices with the launch of a sharable App which it says will allow members of its wrap product to monitor their super on their phone or mobile device.
  • 30
    Oct
    2014

    Wealthtrac launches app to monitor super

    Source
    SMSF Adviser
    Author
    Staff Reporter
    Wealthtrac has launched an app for its wrap product that will enable Wealthtrac members to monitor their super on their mobile devices.
  • 28
    Oct
    2014

    App, App and away as Wealthtrac launches second financial shareable App

    Source
    Professional Planner
    Author
    Cut + Paste
    Platform and wrap provider Wealthtrac today launched a new shareable App for its popular wrap product that will enable Wealthtrac members to monitor their super
  • 28
    Oct
    2014

    Manage super on the go with new Wealthtrac app

    Source
    Financial Standard
    Author
    Mark Smith
    Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device.
  • 27
    Oct
    2014

    Wealthtrac launches advice client app

    Source
    IFA
    Author
    Scott Hodder
    Wealthtrac has launched a new mobile application aimed to assist financial planning clients clients access information about the advice industry. Following the release of Wealthtrac’s SMSF shareable app in October in 2013...
  • 21
    Oct
    2014

    Wealthtrac to launch mobile wrap application

    Source
    Financial Observer
    Author
    Julie May
    Financial services wrap and platform provider Wealthtrac is getting ready to roll out a mobile wrap application following the successful release of its self-managed super fund (SMSF) mobile applica...
  • 16
    Jul
    2014

    Technology-focused wraps 'burning cash'

    Source
    Investor Daily
    Author
    Tim Stewart
    Smaller platform providers that focus on technology tend to be unprofitable, capital-intensive and vulnerable to takeovers by the majors, warns Wealthtrac boss Matthew Johnson.
  • 15
    Jul
    2014

    Outsource admin at your peril: Wealthtrac

    Source
    Investor Daily
    Author
    Tim Stewart
    SMSF specialists increasingly want to talk to people based in Australia – and administrators that outsource overseas are at a competitive disadvantage, says Wealthtrac managing director Matthew Johnson.
  • 21
    May
    2014

    Wealthtrac receives accolades from Chant West

    Source
    IFA
    Author
    Staff Reporter
    Wrap administration service Wealthtrac has been awarded two 'Four Apples' ratings by research house Chant West for its superannuation master trust product. A Four Apples rating signifies a high-quality product...
  • 19
    Mar
    2014

    Wealthtrac to explore wrap app, SMSF access

    Source
    Financial Observer
    Author
    Kate Kachor
    Financial services platform and wrap provider Wealthtrac is planning to develop a dedicated app for its wrap offering and transaction access for self-managed superannuation funds (SMSF).
  • 21
    Feb
    2014

    ATO doing a good job on SMSFs: Cooper

    Source
    Financial Standard
    Author
    James Fernyhough
    The Australian Taxation Office (ATO) is rising to the challenge of efficiently regulating the self-managed superannuation sector, according to Challenger's chairman of retirement income Jeremy Cooper.
  • 14
    Feb
    2014

    FOFA not a concern for consumers

    Source
    Money Management
    Author
    Staff Writer
    Planners should be articulating the value of advice instead of debating finer points of legislation.
  • 21
    Oct
    2013

    Wealthtrac launches SMSF smartphone app

    Source
    Financial Standard
    Author
    Alex Dunnin
    Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile.
  • 15
    Oct
    2013

    Wealthtrac launches mobile SMSF app

    Source
    Money Management
    Author
    Staff Writer
    In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone interested in self-managed superannuation.
  • 15
    Oct
    2013

    Wealthtrac launches SMSF app

    Source
    SMSF Adviser
    Author
    Staff Reporter
    Wealthtrac has launched a mobile application for professionals and trustees that is designed to deliver news and information regarding SMSFs.
  • 11
    Oct
    2013

    Cloud-based app to simplify SMSF administration

    Source
    Money Management
    Author
    Staff Writer
    Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF).
  • 11
    Oct
    2013

    Wealthtrac SMSF builds pace with launch of mobile app

    Source
    Wealthtrac
    Author
    Christine Toll
    Cloud-based SMSF solution now offering market leading mobile technology Independent wealth product distributor Wealthtrac, has today launched a mobile application that is designed to deliver news and information to anyone interested in self managed super.
  •  
    Oct
    2013

    SMSF specialist appointment

    Source
    IFA
    Wealthtrac has appointed a self-managed super fund (SMSF) sales specialist for the growth of its online platform.
  •  
    Oct
    2013

    Wealthtrac makes specialist SMSF appointment

    Source
    SMSF Adviser
    Wealthtrac has appointed a sales specialist for SMSFs as a result of the "phenomenal" growth of the sector. James Macken has joined as SMSF business development manager and will oversee the growth of Wealthtrac's online administration service for SMSFs.
  • 09
    Sep
    2013

    Wealthtrac steps up SMSF campaign

    Source
    Financial Standard
    Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market.
  • 29
    Aug
    2013

    Wealthtrac appointment - James Macken

    Source
    Money Management
    In a move to target self-managed super funds (SMSFs), platform and wrap provider Weathtrac has appointed James Macken as business development manager - SMSF. Macken will be responsible for the growth of Wealthtrac's online administration service for SMSFs.
  • 22
    Aug
    2013

    Wealthtrac steps up SMSF campaign

    Source
    Financial Standard
    Author
    James Fernyhough
    Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market.
  • 22
    Aug
    2013

    Wealthtrac appoints SMSF specialist

    Source
    IFA
    Author
    Staff Reporter
    Wealthtrac has appointed a self managed super fund (SMSF) sales specialist as it looks to grow its online platform.
  • 22
    Aug
    2013

    Wealthtrac responds to SMSF boom with specialist appointment

    Source
    SMSF Adviser
    Author
    Staff Reporter
    Wealthtrac has appointed a sales specialist for self-managed super funds, as a result of the “phenomenal” growth of the sector.
  • 20
    Aug
    2013

    Wealthtrac model not broken

    Source
    Professional Planner
    Author
    Leng Yeow
    Wealthtrac, the administration business 60-per-cent owned by financial advisers, is banking on its new self-managed superannuation fund platform to drive growth while it works through regulatory changes impacting its traditional wrap business.
  •  
    Jul
    2013

    Wealthtrac roundtable

    Source
    SMSF Adviser
    Platform provider Wealthtrac recently hosted a roundtable to coincide with the launch of its SMSF administration offering. A panel of industry experts discussed some of the key issues facing SMSF practitioners today
  • 11
    Apr
    2013

    Debate rages over level of SMSF protection

    Source
    Financial Observer
    Author
    Kate Kachor
    The need for greater protection for self-managed superannuation fund (SMSF) trustees and their advisers from poor investment decisions came into stark focus yesterday when a panel discussion erupte...
  • 11
    Apr
    2013

    Planners must boost SMSF specialisation: SPAA

    Source
    Financial Standard
    Author
    Alice Uribe
    Financial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard Magney told an industry panel event yesterday.
  • 11
    Apr
    2013

    Self-directed SMSFs present advice challenge

    Source
    IFA
    Author
    Chris Kennedy
    SMSF trustees are a challenge and opportunity to advisers who are able to show they can add value to the sector, panellists at a Wealthtrac roundtable said.
  • 05
    Apr
    2013

    Wealthtrac launches cloud-based SMSF platform

    Source
    Financial Standard
    Author
    Mark Smith
    Wealthtrac, has launched a cloud-based SMSF platform that centralises administration and reporting to build efficiencies for advisers.
  • 05
    Apr
    2013

    Wealthtrac launches new SMSF admin platform

    Source
    Financial Observer
    Author
    Darin Tyson-Chan
    Financial services platform and wrap provider Wealthtrac has launched an online administration service for self-managed superannuation funds (SMSF). The new application is cloud-based...
  • 05
    Apr
    2013

    Wealthtrac launches new platform

    Source
    IFA
    Author
    Staff Reporter
    Wealthtrac has launched an administration platform to help advisers meet post-FOFA challenges, the company has announced.
  • 05
    Apr
    2013

    New cloud-based SMSF administration platform

    Source
    Wealth Professional
    Author
    WP
    Independent wealth product distributor Wealthtrac launched a new cloud-based SMSF platform that brings together all SMSF administration and reporting needs into one centralised hub.
  • 04
    Apr
    2013

    SMSFs take to the cloud, regulator warns dealers

    Source
    Professional Planner
    Author
    Andrew Starke
    Wealthtrac launches a cloud-based SMSF platform, retail investors look offshore while ASIC warns securities dealers and the AFA demands amnesty on super tax.
  •  
    Mar
    2013

    Wealthtrac Admin Service Increases Efficiency

    Source
    IFA
    Wealthtrac has moved one step further to becoming a full-service distribution and administration service for independent advisers.
  • 04
    May
    2012

    Wealthtrac re-signs Oasis

    Source
    Financial Standards
    Author
    Melanie Timbrell
    Independent platform provider Wealthtrac has re-signed with ANZ OnePath's Oasis Asset Management in a six-year service level agreement.
  • 04
    May
    2012

    Wealthtrac re-signs with ANZ's Oasis

    Source
    Money Management
    Author
    Chris Kennedy
    Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management.
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